Microsoft and OpenAI have updated their partnership to lessen their mutual dependence in the competitive AI landscape. Microsoft will continue licensing OpenAI's AI technology through 2032 but will no longer be the exclusive licensee, allowing OpenAI to work with other cloud providers. OpenAI will stop sharing revenue with Microsoft when Microsoft uses its technology but will still pay Microsoft when the tech is served via Microsoft's cloud. This change removes previous uncertainties tied to potential artificial general intelligence breakthroughs. The update comes as Elon Musk sues both companies for allegedly prioritizing commercial interests over public good, seeking over $150 billion in damages. Microsoft is also set to report quarterly earnings soon.
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Microsoft is instructing its sales team to highlight the efficiency and cost advantages of its own AI models compared to competitors like OpenAI, Google, and Anthropic. This shift comes as Microsoft replaces some third-party AI models in apps like Wo...
The SPDR NYSE Technology ETF (XNTK) has significantly outperformed the Invesco QQQ Trust (QQQ) over the past year, returning 51.65% compared to QQQ's 28.43%. XNTK uses an equal-weight approach focusing solely on about 35 tech leaders, capturing broad...
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
Microsoft fixed a major security vulnerability in the remastered Age of Empires II that could let hackers take control of a victim's computer by sending a malicious game invite. The flaw, discovered with AI assistance, allowed remote code execution i...
